FirstPurpose Wealth’s Phillips Edison & Co PECO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $3.56M | Sell |
107,582
-12,757
| -11% | -$422K | 1.29% | 14 |
|
|
2023
Q4 | $4.39M | Sell |
120,339
-7,835
| -6% | -$286K | 1.67% | 10 |
|
|
2023
Q3 | $4.3M | Sell |
128,174
-6,016
| -4% | -$202K | 1.86% | 11 |
|
|
2023
Q2 | $4.57M | Sell |
134,190
-3,044
| -2% | -$104K | 1.96% | 10 |
|
|
2023
Q1 | $4.48M | Sell |
137,234
-14,253
| -9% | -$465K | 2.21% | 6 |
|
|
2022
Q4 | $4.82M | Sell |
151,487
-3,073
| -2% | -$97.8K | 2.69% | 6 |
|
|
2022
Q3 | $4.34M | Sell |
154,560
-3,233
| -2% | -$90.7K | 2.86% | 7 |
|
|
2022
Q2 | $5.27M | Buy |
+157,793
| New | +$5.27M | 3.54% | 4 |
|